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Vanguard S&P 500 ETF

1,115 hedge funds and large institutions have $54.3B invested in Vanguard S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 483 increasing their positions, 319 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 42

51% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 319

21% more call options, than puts

Call options by funds: $77M | Put options by funds: $63.7M

5% more capital invested

Capital invested by funds: $51.5B → $54.3B (+$2.8B)

3% more funds holding

Funds holding: 1,0821,115 (+33)

0% less funds holding in top 10

Funds holding in top 10: 217216 (-1)

0.54% less ownership

Funds ownership: 47.82%47.28% (-0.54%)

Holders
1,115
Holders Change
+33
Holders Change %
+3.05%
% of All Funds
24.21%
Holding in Top 10
216
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.46%
% of All Funds
4.69%
New
88
Increased
483
Reduced
319
Closed
42
Calls
$77M
Puts
$63.7M
Net Calls
+$13.4M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.33B +$52M +196,457 +0.6%
RJA
2
Raymond James & Associates
Florida
$3.21B +$112M +423,545 +4%
PPA
3
Parametric Portfolio Associates
Washington
$2.47B -$3.87M -14,641 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.46B +$72.9M +275,725 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.25B +$74.6M +281,831 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.78B -$60.9M -230,325 -3%
NMIFOAC
7
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.51B
Morgan Stanley
8
Morgan Stanley
New York
$1.25B +$28.9M +109,367 +2%
VMPIC
9
Varma Mutual Pension Insurance Co
Finland
$1.09B -$224M -845,152 -17%
Ameriprise
10
Ameriprise
Minnesota
$982M -$83.1M -314,147 -8%
Goldman Sachs
11
Goldman Sachs
New York
$972M +$86.4M +326,740 +10%
Wells Fargo
12
Wells Fargo
California
$867M -$8.97M -33,891 -1%
UBS Group
13
UBS Group
Switzerland
$758M +$23.3M +88,072 +3%
AssetMark Inc
14
AssetMark Inc
California
$703M +$41M +154,983 +6%
National Pension Service
15
National Pension Service
South Korea
$647M
ELFC
16
E-L Financial Corp
Ontario, Canada
$583M +$1.59K +6 +0%
AA
17
Acorns Advisers
California
$582M +$73.3M +277,079 +15%
USAA
18
United Services Automobile Association
Texas
$518M +$103M +388,692 +25%
BOI
19
Bank of Italy
Italy
$476M
MSL
20
Mackay Shields LLC
New York
$456M -$40M -151,112 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$447M +$2.73M +10,308 +0.6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$436M -$38M -143,556 -8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$435M +$6.57M +24,823 +2%
CI
24
Clal Insurance
Israel
$424M +$203M +766,458 +96%
S
25
Schroders
United Kingdom
$413M +$12.2M +46,105 +3%

VOO Hedge Fund Activity: Q2 2019 in Review

1,115 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2019, worth a combined $54.3B — up 5.4% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VOO positions and 42 closed out — a net gain of 46 holders — while 483 added to existing stakes and 319 trimmed.

The largest buyer was Clal Insurance, adding an estimated $203M. The largest seller was Mizuho Bank, exiting entirely with an estimated $260M sold.

  • 1,115 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2019, up from 1,082 in Q1 2019.
  • Funds reported $54.3B of Vanguard S&P 500 ETF stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 88 funds opened new Vanguard S&P 500 ETF positions in Q2 2019 and 42 closed out, a net change of +46 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2019 was Clal Insurance, an estimated $203M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2019 was Mizuho Bank, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2019.